Does anyone have any information on this? $8001 (-1.72%)

What do you think, add more or wait a little longer?

$8001 (-1.72%)

Tomorrow the savings plans will be executed and of course everything will shoot up again today 🫠

In this case, would you suspend the savings plans or just let them continue unperturbed?

$8001 (-1.72%)
$NU (-0.05%)
$VWRL (+0.02%)
$UBER (+0.36%)

Have a nice evening

Next week, the decision on a possible interest rate hike in Japan is due. Although the interest rate level in Japan is still very low, the last Japanese interest rate hike caused quite a stir and price losses.

Due to the development of wages and prices in Japan, the professionals are also expecting a rise in key interest rates

I am therefore reducing my Japan position in the portfolio from 5% to around 3.5% and Sumitomo is out. The following remain in the portfolio for the time being $8001 (-1.72%) Itochu and $8002 (-1.21%) Marubeni remain in the portfolio.

Part 5 of 5
/ Review of the year 2024: In the first 4 parts

of my investment story, I looked at the years 2013 to 2023.

A mixture of highs and lows. While there was a lot of learning at the beginning, the last few years are finally bearing fruit!

Monthly view:

2024 was another very positive year, although December again resulted in a slight loss in the portfolio.

In total, December was -0,8%. This corresponds to price losses of -3.200€.

The MSCI World (benchmark) was -0.9% and the S&P500 -2.5%.

In the following, however, I would like to look primarily at the whole of 2024 and not

just December.

Year as a whole:

Winners & losers:

The winner par excellence is hardly surprising NVIDIA $NVDA (+3.98%) with

almost €20,000 in share price gains! And this despite the fact that I took my entire stake of ~€4,000 off the table in March.

In 2nd place follows Bitcoin
$BTC (-0.62%) with approx. 6,000€ price gains. 3rd-5th place

are shared by TSMC $TSM (+1.19%)
Alphabet $GOOG (-1.02%) and Meta
$META (+0.67%) with gains of ~€5,000 each.

On the loser side it looks very relaxed all in all.

Sartorius $SRT (-0.52%)
Nike $NKE (+0.31%)

and Bechtle $BC8 (+0%) have each caused share price losses of ~€1,000. They are followed by LVMH $MC (+0%) with share price losses of €500 and Amgen $AMGN (+0.92%) with €200.

All in all, share price losses that are not really worth mentioning.

The performance-neutral movements in 2024 were just under €20,000. This is a significant decline compared to the almost €30,000 from previous years. This was due to some private issues and the upcoming house construction.

My performance for the year as a whole was +28,8% and therefore outperformed my benchmark, the MSCI World, by 25.8%.

In total, my portfolio currently stands at ~347.000€. This

corresponds to an absolute growth of ~95,000€ in the current

year 2023. ~71.000€ of which comes from price gains, ~3.800€ from

dividends / interest and ~20.000€ from additional investments.

Dividend:

• The dividends in December were 17% above the previous year at ~€370
• Amgen is in the lead with over 50€ (gross) dividend every 3 months
• For the year as a whole, my dividends amounted to ~2.900€ and thus almost 25% over 2023

Buys & sells:

- I bought in December for a significantly reduced ~500€

- As always, my savings plans were executed:

- Blue chips: Lockheed Martin $LMT (+0.36%) Republic Services $RSG (+0.15%) Thermo Fisher $TMO (+1.12%) ASML $ASML (+1.14%) Northrop Grumman $NOC (+1.82%) Itochu $8001 (-1.72%) Constellation Software $CSU (+0.42%) Hermes $RMS Salesforce $CRM (+0.73%) MasterCard $MA (+0.7%) Deere $DE (+0.16%)

- Growth: -

- ETFs: MSCI World $XDWD (+0.16%) and the WisdomTree Global Quality Dividend Growth $GGRP (+0.16%)

- Crypto: Bitcoin $BTC (-0.62%) and Ethereum $ETH (-1.29%)

- There were no further sales in December

Target 2024 & outlook 2025:

My goal for 2024 was to reach €300,000 in the portfolio. Due to the

extremely positive market performance in the current year, my portfolio stands at ~€ 350,000 at the end of the year. I was therefore able to significantly exceed my target.

What will happen in 2025? The logical target, of course, would be 400.000€ to be achieved. However, due to the upcoming house construction, part of the assets will be invested in the house construction. If I include the property in my statement of assets, the target of €400,000 would of course not change.

However, as I am more likely to be tracking my liquid assets here, I will probably

probably refrain from doing so.

Therefore, my year-end target for 2025 will probably be closer to the final balance for 2024. So around €350,000 at the end of 2025.

How are things looking for you? Have you already thought about your plans for 2025?

Finally, I wanted to say thank you again for all the positive reactions to my investment story!

https://linktr.ee/mister.ultra

#dividends
#dividende
#rückblick
#depotupdate
#aktie
#stocks
#etfs
#crypto
#personalstrategy

Which shares do you have on your watchlist for 2025? 🚀

I'll start right away: $LIN (-0.02%)
$8001 (-1.72%)
$ZTS (+0.14%)
$FANG (-0.01%)
$MUM (+0%)
$HOOD (+0.1%)
$INOD (+2.11%)
$UBER (+0.36%)
$MDLZ (-0.81%)

Successful year with more than +30% YTD (but approx. 2/3 of the price gains due to Palantir).

An update on the portfolio. My 'Dull Seven' - a nice boring 7 positions (2 ETF and 5 individual stocks).

Long-term investment strategy with an investment horizon of another 15-18 years. From then on it would slowly move towards retirement. I have been invested since 02/2023.

The ETFs as the main investment with currently just under around 36% (33% at the end of 2023, currently depressed by the performance of Palantir) and the goal here at some point to be at 50-60%.

• $VWRL (+0.02%) FTSE All-World to keep US below 60% in the long term. (savings plan)
• $VUSA (+0.23%) S&P 500 extra to take advantage of slightly higher returns compared to the All-World. (savings plan)

Plus a handful of individual stocks:

• $MSFT (+1.46%) for long-term blue chip growth with a small dividend. (savings plan)
• $8001 (-1.72%) long-term strong growth and a decent dividend. (savings plan)
• $ALV (+0.05%) as a long-term runner with a decent yield and very good dividend. (savings plan)
• $PLTR (+3.35%) as a long-term tech bet. Subsequent purchases when opportunities arise
• Change trees to position 5 of the individual stocks. $DTE (+0.08%) in since December. (savings plan)

Well vltts there are still some on the shortened 30.12. 😅

$CVX (+0.13%) x600

$XOM (+0.26%) x600

I expect both of them to increase earnings during the Trump era, which can at least be reflected in the dividend, and that's really my only concern

$8001 (-1.72%) x1000

$DB1 (+0.06%) x100

$MSCI (-0.02%) x80

$DHL (+0.22%) x1000

-> I thought this was a good place to build up a position. I'm not entirely sure whether we'll see price growth here at some point, but they probably won't fall much further (hopefully)

$DTE (+0.08%) x3000

Due to some discussions in my last post about ThermoFisher$TMO (+1.12%) and Itochu $8001 (-1.72%) I have decided to replace ThermoFisher with Itochu. I was looking for diversification and continuous stability (reduction of the US share).

My portfolio shows a breakdown into different sectors and areas:

trade Republic: the shares and ETFs

scalable Capital : the gold

This is just the portfolio I want to hold for the next few years with a long-term savings plan. And if necessary, individual purchases where the opportunity arises, I think I am now quite well positioned or what do you think of the portfolio.

Stocks that I would like to hold for the long term

• Technology:
• 
  $MSFT (+1.46%) Microsoft,
• $AAPL (-0.33%) Apple,
• $ASML (+1.14%) ASML

• Consumer goods:
• $KO (+0.27%) Coca-Cola,
• $MCD (+0.28%) McDonald's.

• Finance and insurance:
• $ALV (+0.05%) Allianz,
• $V (+0.03%) Visa

• Real Estate:
• $O (+0.2%) Realty Income.

• Armor:
• $LMT (+0.36%) Lockheed Martin.

• Retail:
• $WMT (+0.19%) Walmart.

- Various sectors:

- $8001 (-1.72%) Itochu

- Health

$JNJ (+0.67%) Johnson & Johnson

ETF as core overlaps are relatively unimportant to me in this area :)

- FTSE All World :

$VWRL (+0.02%)

-Global Quality Income:

$FGEQ (+0.17%)

and then as a supplement

$BTC (-0.62%) bitcoin

and gold $EWG2 (+0%)